How to create an hourly based product?
TL;DR: Create an hourly product for services charged by time spent. Configure which hours to count (total, regular, or extra), set topic filters, define minimum billing times, and add pricing tiers with future-dated periods.
Who can do this
Company owners and main users with access to product settings
The Billing app must be enabled for your company account
Overview
If you have services that are charged depending on the hours spent, you should create an hourly product. Hourly products automatically calculate invoice amounts based on tracked time, with options for topic filtering, minimum billing, and tiered pricing.
Steps to create an hourly based product
Navigate to your product settings and create a new product.
Set the pricing type to hourly.
Choose which hours to count (see hour type options below).
Configure optional settings such as topic selection, minimum time, and invoicing behavior.
Set up pricing ranges and save the product.
Hour type options
When configuring the hourly product, choose which hours are considered for billing:
Total hours -- takes into account all hours spent on the task
Regular hours -- counts only standard (non-extra) work hours
Extra hours -- counts only hours from tasks tagged with the Extra work tag
Optional settings
Topic selection
For hourly pricing, you can set an additional parameter to consider only hours related to a selected topic. When the topic is applied to a task, only the time from those tasks is taken into account for billing.
Minimum time
Set a minimum time that is always billed for a given product. For example, you can ensure at least 1 hour is always charged, even if no time or only 5 minutes has been tracked.
Invoice when work is finished
If a service should only be invoiced when the work is finished, enable this setting on the product. This prevents partial billing for ongoing work.
Sum all matching rows
When Sum all matching rows is enabled, the prices of all applicable pricing ranges are summed together. When this setting is disabled, only the single range in which the tracked value falls is applied.
Future pricing periods
You can create additional pricing periods so that when a future date arrives, the new prices are automatically used in the calculation. This allows you to schedule rate changes in advance.
Troubleshooting
Hours are not being counted on the invoice. Verify that time has been tracked on the tasks linked to this product. Also check the hour type setting -- if set to Extra hours, only tasks tagged with Extra work are counted.
Invoice amount seems incorrect when using topic filtering. Confirm that the correct topic is assigned to the relevant tasks. Only time tracked on tasks with the matching topic will be included.
Minimum time is not being applied. Ensure the minimum time value is configured on the product itself, not on individual tasks. The minimum applies per billing period.
New pricing rates are not taking effect. Check that the future pricing period start date has been reached. Pricing periods only activate when the current date matches or exceeds the configured date.
